bullet proof paperless plan
DESCRIPTION
How to build a practice or business suing less paper throguh technology.TRANSCRIPT
![Page 1: Bullet proof paperless plan](https://reader036.vdocuments.net/reader036/viewer/2022062614/54752a15b4af9f9d0a8b5997/html5/thumbnails/1.jpg)
Building Your Bullet-Proof PlanFor Paperless Practices
Joseph P. Manzelli Jr., CPA.CITPDirector of Operations
![Page 2: Bullet proof paperless plan](https://reader036.vdocuments.net/reader036/viewer/2022062614/54752a15b4af9f9d0a8b5997/html5/thumbnails/2.jpg)
AGENDA
•Opportunities & Challenges•Building Your Plan•Essential Technologies•Optimizing Your Processes•Creating A Paperless Culture•Additional Resources
![Page 3: Bullet proof paperless plan](https://reader036.vdocuments.net/reader036/viewer/2022062614/54752a15b4af9f9d0a8b5997/html5/thumbnails/3.jpg)
OPPORTUNITIES
•Significant Productivity Improvements•Greater Employee Satisfaction•Enhanced Client Service•Leaner, Greener Operations
![Page 5: Bullet proof paperless plan](https://reader036.vdocuments.net/reader036/viewer/2022062614/54752a15b4af9f9d0a8b5997/html5/thumbnails/5.jpg)
CHALLENGES
1. Exploit all resources at your disposal.2. If it’s not working, move on.3. Be realistic and refine as you go.
![Page 6: Bullet proof paperless plan](https://reader036.vdocuments.net/reader036/viewer/2022062614/54752a15b4af9f9d0a8b5997/html5/thumbnails/6.jpg)
THE PLAN
1. Must be written.2. Must contain essential elements.3. Must be revisited often.
![Page 7: Bullet proof paperless plan](https://reader036.vdocuments.net/reader036/viewer/2022062614/54752a15b4af9f9d0a8b5997/html5/thumbnails/7.jpg)
THE PLAN
• Goals• Technology• Team• Communication• Timeline• Measurement
![Page 9: Bullet proof paperless plan](https://reader036.vdocuments.net/reader036/viewer/2022062614/54752a15b4af9f9d0a8b5997/html5/thumbnails/9.jpg)
TECHNOLOGY
• Dual Monitors• Scanners• Workflow• Document
management• Portal
![Page 10: Bullet proof paperless plan](https://reader036.vdocuments.net/reader036/viewer/2022062614/54752a15b4af9f9d0a8b5997/html5/thumbnails/10.jpg)
WORKFLOW DEFINED
Process – an organized group of related activities that together create value to clientsWorkflow - depiction of the work performed by individuals, teams or systemsWorkflow Automation – the use of software to streamline work processes
A B C
![Page 11: Bullet proof paperless plan](https://reader036.vdocuments.net/reader036/viewer/2022062614/54752a15b4af9f9d0a8b5997/html5/thumbnails/11.jpg)
INEFFICIENT PROCESS
![Page 12: Bullet proof paperless plan](https://reader036.vdocuments.net/reader036/viewer/2022062614/54752a15b4af9f9d0a8b5997/html5/thumbnails/12.jpg)
REDEFINED PROCESS
Scan tax return and source documents
Store in DMS
![Page 13: Bullet proof paperless plan](https://reader036.vdocuments.net/reader036/viewer/2022062614/54752a15b4af9f9d0a8b5997/html5/thumbnails/13.jpg)
WORKFLOW
![Page 14: Bullet proof paperless plan](https://reader036.vdocuments.net/reader036/viewer/2022062614/54752a15b4af9f9d0a8b5997/html5/thumbnails/14.jpg)
WORKFLOW
Workflow
![Page 15: Bullet proof paperless plan](https://reader036.vdocuments.net/reader036/viewer/2022062614/54752a15b4af9f9d0a8b5997/html5/thumbnails/15.jpg)
OPTIMIZED PROCESS
![Page 16: Bullet proof paperless plan](https://reader036.vdocuments.net/reader036/viewer/2022062614/54752a15b4af9f9d0a8b5997/html5/thumbnails/16.jpg)
OPTIMIZED PROCESS
![Page 17: Bullet proof paperless plan](https://reader036.vdocuments.net/reader036/viewer/2022062614/54752a15b4af9f9d0a8b5997/html5/thumbnails/17.jpg)
OPTIMIZED PROCESS
![Page 18: Bullet proof paperless plan](https://reader036.vdocuments.net/reader036/viewer/2022062614/54752a15b4af9f9d0a8b5997/html5/thumbnails/18.jpg)
OPTIMIZED PROCESS
![Page 19: Bullet proof paperless plan](https://reader036.vdocuments.net/reader036/viewer/2022062614/54752a15b4af9f9d0a8b5997/html5/thumbnails/19.jpg)
OPTIMIZED PROCESS
![Page 20: Bullet proof paperless plan](https://reader036.vdocuments.net/reader036/viewer/2022062614/54752a15b4af9f9d0a8b5997/html5/thumbnails/20.jpg)
OPTIMIZED PROCESS
![Page 21: Bullet proof paperless plan](https://reader036.vdocuments.net/reader036/viewer/2022062614/54752a15b4af9f9d0a8b5997/html5/thumbnails/21.jpg)
OPTIMIZED PROCESS
![Page 22: Bullet proof paperless plan](https://reader036.vdocuments.net/reader036/viewer/2022062614/54752a15b4af9f9d0a8b5997/html5/thumbnails/22.jpg)
OPTIMIZE PROCESSES
•Map Your Processes•Adapt To Technology•Standardize•Measure & Refine
![Page 23: Bullet proof paperless plan](https://reader036.vdocuments.net/reader036/viewer/2022062614/54752a15b4af9f9d0a8b5997/html5/thumbnails/23.jpg)
CULTURE
![Page 24: Bullet proof paperless plan](https://reader036.vdocuments.net/reader036/viewer/2022062614/54752a15b4af9f9d0a8b5997/html5/thumbnails/24.jpg)
RESOURCES
•AICPA, State Societies•Networks & Associations•Consultants, White Papers•Seminars, Webinars•Web Sites: TotallyPaperless.com, CPAFirmTech.com•Media – Best Practices, Product Reviews•Vendor Trainings, User Groups
![Page 25: Bullet proof paperless plan](https://reader036.vdocuments.net/reader036/viewer/2022062614/54752a15b4af9f9d0a8b5997/html5/thumbnails/25.jpg)
Free White Paper
![Page 26: Bullet proof paperless plan](https://reader036.vdocuments.net/reader036/viewer/2022062614/54752a15b4af9f9d0a8b5997/html5/thumbnails/26.jpg)
Questions?For more information:
Joseph P. Manzelli Jr., CPA.CITPDirector of Operations